Cross-Sell Potential Mace Insurance Agency offers auto, home, business/commercial and life and health insurance, creating strong cross-sell opportunities across personal and commercial lines. Develop bundled quotes, multi-policy discounts, and proactive renewal campaigns to increase average premium per client.

Local SMB Focus Based in Trenton, Michigan with a commercial insurance practice, the agency can target local small to mid-sized businesses. Build targeted outreach with local chambers, referral networks, and tailored small business packages to expand the commercial book.

HR & Benefits The use of iCIMS indicates ongoing hiring; this aligns with opportunities to offer employee benefits packages, group life and health plans to growing client companies, creating a recurring revenue stream from employer-sponsored programs.

Tech Enablement Leverage the existing tech stack to enhance sales efficiency: integrate CRM/quoting tools, enable digital onboarding, and apply data analytics to drive lead generation, segmentation, and higher conversion rates.

Growth Readiness With mid-range revenue and a lean to mid-sized team, there is room for scalable expansion. Propose multi-line growth solutions, training, and partner support to attract larger accounts and accelerate portfolio growth.